Find A Portfolio/Ticker
Comparison Box
REDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-5 (MUTUAL FUND)
Basic Info 15.95 0.04(0.25%) May 19
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.32% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.0 | 4.6 | 3.9 | 5.0 | 5.2 | 5.2 | 7.5 | 5.7 | 3.7 | 11.2 | -14.3 | 5.9 | 11.5 | 17.7 | -3.4 | 15.2 | 7.2 | 0.2 | 6.6 | 23.8 | 15.5 | -1.0 | 12.5 | 29.7 | -34.5 | 10.6 |
| Sharpe Ratio | NA | 0.91 | -0.29 | 0.06 | 0.26 | 0.35 | NA | 0.34 | -0.36 | 0.98 | -1.27 | 0.74 | 0.67 | 2.63 | -0.55 | 3.91 | 0.82 | 0.02 | 0.82 | 2.71 | 1.53 | -0.06 | 0.89 | 1.47 | -1.16 | 0.73 |
| Draw Down(%) | NA | 6.5 | 10.2 | 11.3 | 22.6 | 22.6 | NA | 48.7 | 7.3 | 6.7 | 18.8 | 4.7 | 19.2 | 3.2 | 10.5 | 1.2 | 6.5 | 8.6 | 5.6 | 6.3 | 8.0 | 16.3 | 11.1 | 20.4 | 44.4 | 8.6 |
| Standard Deviation(%) | NA | 10.0 | 9.3 | 9.3 | 9.3 | 9.6 | NA | 13.3 | 8.1 | 7.1 | 12.4 | 8.0 | 16.8 | 6.2 | 8.7 | 3.7 | 8.6 | 9.3 | 8.1 | 8.8 | 10.2 | 18.1 | 13.9 | 20.2 | 30.3 | 13.5 |
| Treynor Ratio | NA | 0.11 | -0.05 | 0.01 | 0.04 | 0.1 | NA | 0.07 | -0.07 | 0.08 | -0.18 | 0.29 | 0.13 | 3.3 | -0.21 | 0.17 | 0.08 | 0.0 | 0.06 | 0.22 | 0.14 | -0.01 | 0.12 | 0.31 | -0.37 | 0.1 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.01 | 0.06 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.03 | 0.01 |
| Beta | NA | 0.86 | 0.52 | 0.75 | 0.6 | 0.34 | NA | 0.63 | 0.42 | 0.89 | 0.89 | 0.21 | 0.86 | 0.05 | 0.23 | 0.88 | 0.93 | 0.95 | 1.09 | 1.08 | 1.08 | 1.05 | 1.0 | 0.94 | 0.96 | 1.01 |
| RSquared | NA | 0.97 | 0.42 | 0.73 | 0.57 | 0.37 | NA | 0.64 | 0.29 | 0.93 | 0.96 | 0.14 | 0.96 | 0.08 | 0.29 | 0.92 | 0.98 | 0.95 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | 0.0 | 1.7 | 1.8 | 3.0 | 4.4 | N/A | 0.0 | 2.8 | 2.0 | 1.4 | 2.1 | 4.5 | 4.0 | 2.9 | 3.6 | 5.7 | 4.0 | 2.8 | 3.4 | 2.8 | 3.1 | 3.2 | 3.5 | 1.6 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -33.5 | -51.9 | N/A | N/A | N/A | -100.0 | 17.0 | 50.7 | -26.8 | -46.4 | 3.0 | 53.5 | -13.5 | -42.1 | 48.7 | 68.1 | -8.1 | 19.0 | -3.7 | 22.4 | -41.8 | 136.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2021-2025 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2021-2025
Best Mutual Funds
- ARWFX (ONE CHOICE 2025 PORTFOLIO I CLASS) (100%)
- ARWIX (ONE CHOICE 2025 PORTFOLIO INVESTOR CLASS) (99%)
- VTTVX (Vanguard Target Retirement 2025) (97%)
- TRRHX (T. ROWE PRICE RETIREMENT 2025 FUND T. ROWE PRICE RETIREMENT 2025 FUND) (96%)
- FFTWX (FIDELITY FREEDOM 2025 FUND FIDELITY FREEDOM 2025 FUND) (95%)
- FITWX (FIDELITY ADVISOR FREEDOM 2025 FUND CLASS I) (94%)
- TCLFX (TIAA-CREF LIFECYCLE 2025 FUND RETIREMENT CLASS) (92%)
- PRRPX (Putnam Retirement Ready 2025 Fd Cl Y Shs) (91%)
- ISZIX (VOYA SOLUTION 2025 PORTFOLIO CLASS I) (90%)
- GMWZX (MYDESTINATION 2025 FUND INVESTOR) (87%)
Latest Articles Related to REDTX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
